See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $462,652 | $142,344+225.0% | $119,609+286.8% | $134,475+244.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.80% | -12.44%+2.6pp | -14.97%+5.2pp | 417.96%-427.8pp |
| Employer contribution / active EE | $11,430 | $5,222+118.9% | $4,232+170.1% | $4,740+141.2% |
| Participant deferral / active EE | $15,548 | $6,469+140.3% | $5,602+177.5% | $6,400+143.0% |
| Admin fee / account holder | $200,649 | $13,584+1377.1% | $10,323+1843.6% | $11,426+1656.1% |